Purchases and Sales Made in Q4 2024 in Spdr Ser Tr Spdr S&P Biotech E (XBI)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr S&P Biotech E (XBI) during Q4 2024. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR S&P BIOTECH E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-1.74K- 7.34% |
$156K - $180K
|
21.9K
$2.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.86K- 33.64% |
$167K - $193K
|
3.66K
$336K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.91K- 9.41% |
$171K - $198K
|
18.3K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.96K- 1.79% |
$176K - $204K
|
108K
$9.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.99K- 8.05% |
$179K - $207K
|
22.7K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-2.05K- 2.96% |
$184K - $213K
|
67.2K
$6.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-2.06K- 99.76% |
$185K - $214K
|
5
$459
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.08K- 0.8% |
$187K - $216K
|
258K
$23.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.14K- 22.8% |
$192K - $222K
|
7.23K
$663K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.21K- 2.58% |
$198K - $229K
|
83.4K
$7.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.32K- 47.22% |
$209K - $241K
|
2.6K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-2.55K- 37.65% |
$229K - $265K
|
4.22K
$387K
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-2.75K- 17.49% |
$247K - $286K
|
13K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.75K- 21.93% |
$247K - $286K
|
9.8K
$898K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.8K- 29.83% |
$252K - $291K
|
6.59K
$604K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2.86K- 10.79% |
$257K - $297K
|
23.6K
$2.17M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-3.06K- 19.17% |
$275K - $319K
|
12.9K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-3.16K- 1.66% |
$284K - $329K
|
187K
$17.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3.31K- 16.65% |
$298K - $345K
|
16.6K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.45K- 92.74% |
$310K - $359K
|
270
$24.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-3.61K- 2.33% |
$324K - $375K
|
151K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.67K- 2.4% |
$329K - $381K
|
149K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-3.7K- 4.63% |
$333K - $385K
|
76.3K
$7M
|
|
|
Feb 14, 2025
Q4 2024
|
Dafna Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-4K- 1.0% |
$359K - $416K
|
398K
$36.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-4.03K- 15.55% |
$362K - $419K
|
21.9K
$2.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.11K- 2.86% |
$369K - $428K
|
140K
$12.8M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-4.35K- 8.27% |
$391K - $453K
|
48.3K
$4.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-4.98K- 5.52% |
$447K - $518K
|
85.2K
$7.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-5K- 10.43% |
$449K - $520K
|
43K
$3.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.25K- 99.92% |
$471K - $546K
|
4
$367
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5.26K- 7.16% |
$472K - $547K
|
68.2K
$6.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-5.57K- 5.73% |
$501K - $580K
|
91.6K
$8.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-5.59K- 64.5% |
$502K - $581K
|
3.07K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.73K- 8.05% |
$514K - $596K
|
65.4K
$6M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.01K- 22.72% |
$540K - $625K
|
20.4K
$1.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-6.05K- 28.27% |
$543K - $629K
|
15.3K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.06K- 7.58% |
$544K - $630K
|
73.9K
$6.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-6.24K- 31.43% |
$561K - $649K
|
13.6K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Ulysses Management LLC
New York, NY |
SELL
|
- |
-6.5K- 30.23% |
$584K - $676K
|
15K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.92K- 58.07% |
$622K - $720K
|
5K
$459K
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-6.93K- 50.0% |
$623K - $721K
|
6.93K
$636K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7.36K- 32.56% |
$661K - $765K
|
15.2K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-8.05K- 8.28% |
$723K - $837K
|
89.1K
$8.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.21K- 24.11% |
$737K - $854K
|
25.8K
$2.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.27K- 69.09% |
$743K - $860K
|
3.7K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-8.45K- 37.83% |
$758K - $878K
|
13.9K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-8.65K- 21.19% |
$777K - $900K
|
32.2K
$2.95M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.71K- 9.52% |
$782K - $905K
|
82.7K
$7.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-9.14K- 5.59% |
$821K - $951K
|
154K
$14.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.22K- 10.83% |
$828K - $958K
|
75.9K
$6.96M
|